In Podcast
Diffusing the Tax Time Bomb
by Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?
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Common 401K Mistakes
by Have a 401(k)? They can be a great tool to have, let’s talk about what mistakes do you need to look out for.
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The Key to Achieving Retirement Satisfaction
by When you study people who retire wealthy and comfortable, there are some key things they usually do. We’ll explain how you can achieve satisfaction with your retirement.
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The SECURE Act – RMD & Inherited IRA Surprises
by What’s the latest news about the SECURE Act and inherited IRAs? The SECURE Act was the death of the stretch IRA. Previously, inheritors were allowed to stretch out the withdrawals ... Read more
In Podcast
Getting The Right Mindset For Retirement
by The View From The Pinnacle Your retirement plan is more than just the numbers. What kind of mindset do you need as you approach retirement? How can you prepare? Thing’s ... Read more
In Podcast
Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®
by Where and how should you allocate? What’s typical among other affluent households when it comes to investing? We talk with a member of our team to help you understand our ... Read more
In Podcast
The Financial Plan Guessing Game
by Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? ... Read more
In Podcast
What Can You Expect From a Virtual Meeting With Us?
by With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We’ll take you through the process ... Read more
In Podcast
What Tax Consequences Should You Be Aware Of?
by More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode ... Read more
In Podcast
What Is Values-Based Financial Planning?
by Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
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Is Your Financial Advisor Doing This?
by Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial ... Read more
In Podcast
Financial Life and Baseball
by Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.
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2020 End of Year Planning Ideas
by As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving ... Read more
In Podcast
Mailbag: Is Now The Time For An Early Retirement?
by Is it time to retire? Should you pay off the house? How much do you need to have in the bank? Sean answers these three listener questions on today’s podcast. ... Read more
In Podcast
Football and Financial Planning
by Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
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10 Step Layoff Survival Guide, Part 2
by In continuation with our two-part series on how to survive a layoff or forced early retirement, we talk through five more steps on how to get through it. What options ... Read more
In Podcast
10 Step Layoff Survival Guide, Part 1
by The View From The Pinnacle What do you do if you get laid off? How can you turn a bad situation into an opportunity? We dive into what you need ... Read more
In Podcast
Talking with Matt Zagula about SMART Retirement and Taxation
by What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book ... Read more
In Podcast
5 Easy Ways to Ruin Your Retirement
by Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.
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How to Find the Right Advisor
by One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? ... Read more